Original filing (PDF)20250521110541NAL0002302051001

AFFLUENT GROUP LLC

Name: AFFLUENT GROUP LLC — AFFLUENT GROUP LLC 401K, Form 5500 (2024)
Creator: AFFLUENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

AFFLUENT GROUP LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFLUENT GROUP LLC.

Plan sponsor

Name

AFFLUENT GROUP LLC

EIN

81-3842602all filings

Address

3012 BARKER AVE · BRONX, NY · 10467

Phone

(267) 206-6156

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

BENJAMIN ROBERTS LAW, PLLC

BENJAMIN ROBERTS LAW 401(K) PLAN

$27K · 5 participants

LAW OFFICE OF ROBERTO SERRATO PC

LAW OFFICE OF ROBERTO SERRATO PC 401K PLAN

$27K · 4 participants

LEONARDPATEL PC

LEONARDPATEL PC 401(K) PLAN

$27K · 4 participants

MODLAW GROUP, INC.

MODLAW GROUP, INC. 401(K) PLAN

$27K · 2 participants

UNRUH LAW, P.C.

UNRUH LAW, P.C. 401(K) PLAN

$28K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.